Position Description

Building and maintaining relationships with investors to generate capital within a specific territory.
Educate financial advisors on the benefits of Star Mountain Products and services for their clients thought individual or group meeting presentations, including visits, seminars, conferences/trade shows.
Assisting with developing and implementing business plans to execute fundraising goals.
Maintaining activities and databases to create and maintain information on current and proposed investor relationships within CRM.
Working in a collaborative manner with the entire fundraising team to follow up on leads generated by team within territory.
Travelling 2-3 days/week or as mutually agreed upon.
Performing other duties and responsibilities to help build the business and brand.

Required Qualifications

12+ years of client services/fundraising experience.
Experience working at a highly regarded asset management firm with multiple investment strategies and products preferred.
Demonstrated ability to leverage multiple technology platforms to capture prospect information, manage a dynamic pipeline and collaborate with teammates.
Knowledge of fundamental concepts, principles and practices of private credit/equity.
Extensive trusted relationships with large number of investors.
Proven track record of growing relationships and raising capital within your region.
Series 7 and 66 (or 7, 63 and 65) licenses required.

Star Mountain Capital

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